LISTED FD TR's ticker is INFL and the CUSIP is 53656F623. A total of 163 filers reported holding LISTED FD TR in Q1 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $199,382 | -0.4% | 6,550 | 0.0% | 0.00% | – |
Q2 2023 | $200,234 | -0.9% | 6,550 | 0.0% | 0.00% | – |
Q1 2023 | $202,002 | -2.0% | 6,550 | 0.0% | 0.00% | – |
Q4 2022 | $206,194 | +13.3% | 6,550 | 0.0% | 0.00% | – |
Q3 2022 | $182,000 | -2.2% | 6,550 | 0.0% | 0.00% | – |
Q2 2022 | $186,000 | +8.1% | 6,550 | +27.2% | 0.00% | – |
Q1 2022 | $172,000 | +7.5% | 5,150 | 0.0% | 0.00% | – |
Q4 2021 | $160,000 | +6.7% | 5,150 | 0.0% | 0.00% | – |
Q3 2021 | $150,000 | -2.6% | 5,150 | 0.0% | 0.00% | – |
Q2 2021 | $154,000 | – | 5,150 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Atlas Wealth Partners, LLC | 98,445 | $2,922 | 16.81% |
One Charles Private Wealth Services, LLC | 403,660 | $12,287,397 | 7.18% |
INTREPID FAMILY OFFICE LLC | 85,000 | $2,587,400 | 4.15% |
TMD Wealth Management, LLC | 474,897 | $14,455,854 | 4.12% |
Lowe Wealth Advisors, LLC | 206,150 | $6,275,210 | 3.34% |
SHUFRO ROSE & CO LLC | 1,151,842 | $35,062,078 | 3.31% |
Engrave Wealth Partners LLC | 331,050 | $10,077,165 | 3.10% |
EQUITABLE TRUST CO | 1,107,334 | $33,707,247 | 2.79% |
MACROVIEW INVESTMENT MANAGEMENT LLC | 67,689 | $2,060,447 | 2.75% |
TWIN FOCUS CAPITAL PARTNERS, LLC | 266,181 | $8,102,550 | 1.82% |